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Set up a new workspace

Five steps. The first four are setup; the fifth is the one that shows you what you bought.

  1. Create the workspace — Name it after the company, not the team — Huub is where the whole company's work lands, and a workspace named after one department gets treated as one department's tool.
  2. Bring the team in — Invite everyone at once rather than department by department. A messaging tool that half the company is on is a tool that generates two sets of context.
  3. Connect your tools — Start with the two or three where work actually happens. Connections are unlimited from Team upwards, so there is no reason to ration them — but connecting everything on day one makes it harder to tell what is useful.
  4. Bring your history — Import from whatever you are leaving. Threads keep their structure through an import, so replies stay attached to what they replied to.
  5. Ask the agent something only your workspace knows — This is the step that matters. Ask about a decision from a call, or a detail in a document nobody has opened in months. A cited answer is the point at which the workspace is doing something the previous tools could not.

Warning — A team that stops after step four has bought a chat application. Step five is the product.

What to expect in the first week

Moving a whole team at once is uncomfortable for a few days — people look for menus that have moved and habits that no longer apply. That discomfort is front-loaded and short. The alternative, migrating in waves, spreads it over months and keeps two sources of context alive the entire time.

Where to go next

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